Quantum Wealth Planning - Tunbridge Wells

Quantum Wealth Planning: A Comprehensive Financial Solution

Quantum Wealth Planning (QWP) is a highly regarded financial services firm dedicated to providing personalized and expert guidance to individuals and families seeking to secure their financial future. Located at 50A St John’s Rd, Tunbridge Wells TN4 9NY, United Kingdom, QWP offers a comprehensive suite of services designed to address a wide range of financial needs. Their commitment to client satisfaction is evident in their consistently high ratings and positive feedback.

About Quantum Wealth Planning

QWP operates as a full-service financial planning firm, specializing in a variety of key areas. They are registered with the Financial Services Compensation Scheme (FSCS), a crucial indicator of their commitment to regulatory compliance and client protection. This assurance provides clients with peace of mind knowing that their investments are safeguarded up to a certain limit in the event of a firm’s insolvency. The firm’s core competencies include:

• Financial Planning: QWP develops tailored financial plans considering individual goals, risk tolerance, and time horizons. These plans encompass retirement planning, investment strategies, tax optimization, and estate planning.
• Investment Services: They offer a diverse portfolio of investment products, including stocks, bonds, mutual funds, and ETFs, carefully selected to align with client objectives.
• Life Insurance Agency: QWP assists clients in obtaining appropriate life insurance coverage to protect their loved ones in the event of their passing.
• Mortgage Broker: The firm provides access to a wide network of lenders, helping clients secure the most favorable mortgage terms.
• Pension Office: QWP offers expert guidance on pension planning, including maximizing contributions and navigating the complexities of pension schemes.

Services and Expertise

QWP distinguishes itself through its highly personalized approach. Each client receives dedicated attention from experienced financial professionals who take the time to thoroughly understand their unique circumstances. The firm’s team prides itself on building long-term relationships based on trust and transparency. They are adept at explaining complex financial concepts in a clear and accessible manner, ensuring that clients are fully informed about their options. The firm’s commitment to ongoing support extends beyond the initial planning phase; they proactively monitor portfolios and adjust strategies as needed to adapt to changing market conditions and client life events.

Contact Information and Accessibility

Clients can easily reach QWP by phone at Phone: 1892519428. Furthermore, the firm’s website, Website: qwplanning.co.uk, provides valuable resources and information. QWP is dedicated to ensuring accessibility for all clients; the office is equipped with a wheelchair-accessible toilet and a standard toilet. Appointments are recommended to allow for a comprehensive discussion of individual needs and goals, ensuring that the planning process is tailored to each client's specific requirements.

Client Feedback and Reputation

Quantum Wealth Planning consistently receives positive feedback from its clients. Currently, the company boasts 56 reviews on Google My Business, with an average opinion of 4.9/5. These reviews highlight the firm’s responsiveness, expertise, and commitment to client satisfaction. One client noted that the firm ‘has worked along side the FSCS for a fair few years now, with an on-going claim I have had outstanding. Whenever I have had any queries, Robert has always been very helpful, and quick to reply to any of my concerns. At last my claim has come to a close, supported by a decision letter and detailed breakdown of the claim, which is all very clear. Thank you Quantum Wealth Planning’. This demonstrates the firm’s dedication to resolving client issues efficiently and effectively.

Key Features Recap

Here's a brief summary of QWP’s key features:

• FSCS Protection: Provides client security up to £85,000.
• Experienced Team: A team of qualified financial advisors.
• Personalized Planning: Tailored financial plans designed for individual needs.
• Comprehensive Services: Covers financial planning, investments, insurance, mortgages, and pensions.
• Accessible Location: Conveniently located in Tunbridge Wells

Quantum Wealth Planning strives to be more than just a financial advisor; they aim to be a trusted partner in helping clients achieve their financial aspirations. Their dedication to service, combined with their expertise and commitment to regulatory standards, positions them as a valuable resource for anyone seeking to improve their financial well-being.

👍 Reviews of Quantum Wealth Planning

Anni M.

5/5

QWP have worked along side the FSCS for a fair few years now, with an on-going claim I have had outstanding. Whenever I have had any queries, Robert has always been very helpful, and quick to reply to any of my concerns. At last my claim has come to a close, supported by a decision letter and detailed breakdown of the claim, which is all very clear. Thank you Quantum Wealth Planning!

Anne S.

5/5

QWP have been my pension broker since they formed. Rob, Grace and the team at QWP who I have had the pleasure of communicating with are constantly professional, honest and truly have your best interests at heart.
QWP helped me with all the paperwork associated to recovering my losses from my previous pension investment company via the FSCS.
The process was painless, QWP did all the paperwork and admin associated to the claim and after 9 months from submitting, I received my compensation from the FSCS and I wasn’t charged a penny!
A brilliant pension management company, who I would highly recommend.

andy O.

5/5

I had the pleasure of working with Rob who acted as my mortgage broker and he was absolutely fantastic! He made the whole process go incredibly quick. His professionalism and thorough communication kept everything on track and was always available to answer any questions I had. I couldn’t have asked for a better experience and cannot recommend his services enough!

Thanks so much Rob

suzy M.

5/5

Grace was very helpful in keeping me updated and informed of the FSCS process. It has now been resolved and I've recieved compensation. Thanks to Grace for all her help and support in the process.

Annie D.

5/5

I really had no clue what I was doing in regards to two pensions I was about to receive. Michael and his team put me at ease, made things easier for me to understand, and completely sorted things out for me.

Grace, who greets me and takes my calls, and does so much more, is so lovely and caring, and immediately made me feel comfortable.

Michael always explains things so well and has advised me with the greatest of knowledge. My daughter was dubious about me using a pensions advisor, but now she tells me I ‘must ask Michael’, after meeting him!

I travel from the other side of Kent to use Quantum Wealth Planning, and it is more than worth it. They are intelligent, friendly, kind and help me work things through without pressure. I would highly recommend them without any hesitation.

Thank you Michael and Grace.

Lizzie M.

5/5

Amazing service!
When my father passed away I needed help with his financial affairs. I had no end of problems with the pension company we were dealing with and Michael at Quantum Wealth got everything sorted out very quickly when I was getting nowhere. He was incredibly kind and compassionate at what was such a difficult time and did all the hard work for me.

I honestly can’t thank or praise him enough and won’t hesitate to use him again. I highly recommended him for all he’s done.

Graham R.

5/5

Great service!

We contacted quantum after having trouble with our previous financial advisors. Charlie has been brilliant, done exactly what he said he would do within the time frames promised, and has kept us updated at every step of the way.

He has managed to achieve in 20 working days what our previous advisor failed to complete in a year. Cant recommend him enough.

matt B.

5/5

A fantastic company to deal with , extremely helpful from the start. Michael had a large amount of old pensions to sort through and was clear and very professional all the way through. Will definitely be recommending again.